Arkolith/Funds/COMGEST GLOBAL INVESTORS S.A.S.

COMGEST GLOBAL INVESTORS S.A.S.

CIK: 1574947Q1 2026
Active Filer
Portfolio Value
$4.6B
Positions
58
New Buys
3
6 sold
Changes
19 ↑ / 28 ↓

Top HoldingsQ1 2026

58 total positions
#SecurityValueShares% PortChangeΔ Shares
1TAIWAN SEMICONDUCTOR MANUFAC
SPONSORED ADS
$432.8M1.28M9.4%
REDUCED
-438,551
2JOHNSON & JOHNSON
COM
$328.6M1.34M7.2%
REDUCED
-309,702
3ALPHABET INC
CAP STK CL A
$325.5M1.13M7.1%
REDUCED
-301,731
4MICROSOFT CORP
COM
$315.4M851.9K6.9%
REDUCED
-183,496
5VISA INC
COM CL A
$290.1M959.8K6.3%
REDUCED
-59,897
6
LINDE PLC
SHS
$256.7M517.8K5.6%
REDUCED
-101,700
7AMAZON COM INC
COM
$243.7M1.17M5.3%
REDUCED
-206,473
8S&P GLOBAL INC
COM
$229.2M538.8K5.0%
ADDED
+84.7K
9INTUIT
COM
$205.4M475.0K4.5%
ADDED
+32.8K
10
AON PLC
SHS CL A
$202.9M628.7K4.4%
ADDED
+371.9K
11VERISK ANALYTICS INC
COM
$150.8M794.6K3.3%
ADDED
+100.5K
12ZOETIS INC
CL A
$128.6M1.09M2.8%
REDUCED
-305,039
13IDEXX LABS INC
COM
$123.8M220.4K2.7%
ADDED
+13.3K
14CINTAS CORP
COM
$122.0M721.2K2.7%
ADDED
+260.6K
15ELI LILLY & CO
COM
$120.3M130.8K2.6%
REDUCED
-78,469
16MERCADOLIBRE INC
COM
$116.4M67.3K2.5%
ADDED
+28.5K
17AMERICAN EXPRESS CO
COM
$107.6M355.9K2.3%
ADDED
+63.6K
18
SPOTIFY TECHNOLOGY S A
SHS
$104.3M215.1K2.3%
ADDED
+122.9K
19ORACLE CORP
COM
$101.1M687.3K2.2%
REDUCED
-100,446
20UBER TECHNOLOGIES INC
COM
$78.2M1.09M1.7%
ADDED
+199.3K
21NETFLIX INC.
COM
$75.3M783.3K1.6%
ADDED
+337.4K
22MOTOROLA SOLUTIONS INC
COM NEW
$64.5M148.6K1.4%
ADDED
+125.5K
23NVIDIA CORPORATION
COM
$62.2M356.5K1.4%
REDUCED
-9,836
24APPLE INC
COM
$50.7M199.8K1.1%
REDUCED
-38,620
25ANALOG DEVICES INC
COM
$43.8M137.8K1.0%
REDUCED
-304,382
Showing top 25 of 58 positions

Filing History

Q1 202652 pos
$4.6B
Q4 202555 pos
$5.6B

Data Source

Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.

Last filed: May 13, 2026